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WEALTH ADVISORS GROUP
SECURITY FINANCIAL SERVICES, INC.
CRD 122050 · SEC 801-69787
12726 COLDWATER ROAD, FORT WAYNE, IN, 46845, United States
Phone
260-619-3100
Fax
260-619-3609
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.34B
Discretionary AUM
$1.32B
Team
16 total employees; 6 advisory reps; 16 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 730 | $293.5M |
| High net worth individuals | 283 | $766.5M |
| Pension/profit sharing plans | 20 | $6.8M |
| Charitable organizations | 9 | $226.6M |
| Corporations/business entities | 15 | $48.5M |
States served
AZ, IL, IN, MI, NC, OH, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD